All Portfolio Management articles – Page 4
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White papers
Private vs. Public Investment Strategies – Reported and Real-World Performance
Based on reported cumulative returns, private assets – especially buyout funds – outperformed public assets by a wide margin from 2005 to 2021. However, this traditional performance comparison is misleading because reported performance of private assets does not reflect the real-world performance experienced by CIOs.
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White papers
Private Equity, an advantage for sustainable economic transition
Private equity is entering the growing economic sectors. Considered by some as a speculative investment and by others as a diversification tool, this asset class continues to make headlines.
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White papers
Benefits of Private Real Estate in Volatile Markets
In recent years, institutional and retail investor allocations to private real estate have risen steadily.
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White papers
Sharing knowledge towards infrastructure safety improvement
The environments in and around essential infrastructure often involve interaction between large civil structures and operating systems, the transportation of commodities and manufactured goods, and a range of people – workers, customers, suppliers, tenants, visitors and community members.
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White papers
History Doesn’t Repeat, but It Often Rhymes
Diversification is often key to navigating down markets, but focusing on the mix of stocks and bonds may not be enough.
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White papers
Why, and how, investors should integrate biodiversity into fixed income portfolios
One of the fundamental features of biodiversity is that it reaches into every part of our lives – and that means the impacts of biodiversity loss are felt across investment portfolios too. In our view there isn’t an asset class or sector that would not benefit from a close consideration of how those effects might change outcomes or affect financial returns.
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Video
Meet the Manager: Martin Todd
In the first of our new ‘Meet the Manager’ Q&A series, Martin Todd, Portfolio Manager, offers a peek behind his investment style and the strategy’s raison d’être; the key attributes he looks for in an investment, the secret behind the team’s strong dynamic, and how he got started in his career.
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White papers
Listening for the Quiet
The start of 2023 has hardly been calm for equity markets. In noisy environments like this, listening for the quiet is essential for managing portfolio risks and staying on track toward your portfolio objectives.
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Video
Neuberger Berman Private Markets: Q4 2022 Preliminary Valuation Summary & Analysis
(9:14) Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papers
A rocky net zero pathway calls for a new approach to portfolios
There’s a growing global consensus on the urgent need to combat climate change. But governments’ uncoordinated reactions to energy price spikes in the past year showed that a successful and orderly transition to a greener economy is far from guaranteed.
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White papers
Don’t let the yield curve flatten your liability-driven investing (LDI) portfolio
The Treasury yield curve’s long end is unusually flat & may steepen. This may be favorable for many liability-driven investing (LDI) portfolios, for now. However, here’s why LDI curve positioning should be monitored over time.
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White papers
Low volatility, the hidden factor
Robert Haugen, who discovered the low-volatility anomaly (low vol) in 1972, wrote numerous articles and books to try to popularise what he called the ‘hidden factor’. To some extent, it was only the advent of smart beta investment strategies that turned his dream into reality, as low vol is central to the smart beta approach.
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White papers
Multinational companies can thrive in tough times
As a portfolio manager, I invest in many large, multinational companies. The most common question I get these days is whether I am worried about the impact of de-globalisation. The risks are clear: rising US-China tensions, the war in Ukraine, increasing trade barriers, broken supply chains, a painful bear market and a slowing global economy.
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White papers
Sustainable dividends: The pursuit of quality and prudence
With the fight against inflation still under way amid the banking turmoil, dividend-income investment opportunities could grow in importance and play a significant role in total return. In this interview, Aline Avzaradel, portfolio manager of the Capital Group Capital Income Builder strategy, explains her focus towards dividend sustainability, as well as the need to avoid dividend cutters, which can undermine a portfolio’s long-term return potential.
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Podcast
The Deal or No Deal of Event-Driven Investing
Event-driven investing, a set of strategies that include merger arbitrage, special situations and distressed debt, has created opportunities for investors for decades.
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White papers
Finding the value in high-carbon sectors
The transition to net-zero greenhouse gas emissions will require radical changes to the global economy. Investors must position their portfolios to support this transition and to benefit from it.
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White papers
Simply Put(Writing)
PutWrite strategies can improve the risk-return efficiency, liquidity, flexibility and cost-effectiveness of investor portfolios.
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White papers
Crisis Management: Investment Analytics Update
The Investment Analytics team provides ongoing analytics and investment risk oversight for client portfolios. This note discusses the team’s rapid response to the failures of Silicon Valley Bank and Signature Bank.
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White papers
PM Spotlight: A World of Experience in Managing Portfolios
Read this issue of PM Spotlight with Alison Shimada, head of the Total Emerging Markets team. Her diverse international background adds deep perspective to managing emerging market equity portfolios.